đď¸ Launching November 11: This article covers features launching on November 11. Admins can opt in early.
Run, hand off, and submit Check-ins from the dashboard on a computer. It's the same Check-in as in the Opus Training app, with the same steps and reporting.
â Before you start: Facilitating and delegating Check-ins needs the Complete all check-ins permission. Admins and Managers have it by default.
Trainees complete Self-directed Check-ins from My Training.
Table of Contents:
Find Your Check-ins
On Home, the Check-ins card shows which team members are ready for a Check-in. Click View to open the Check-ins page.
The page has three tabs:
To do: Check-ins waiting on you, for team members who are ready.
Delegated: Check-ins you handed to another facilitator.
Completed: Check-ins you submitted. Click View to see the answers.
Use Search people or check-ins to find one quickly.
Facilitate a Check-in
On the To do tab, click Start next to the team member.
Answer each step. Add a note, photo, or video where the step asks for one.
If the Check-in has a passing requirement, choose Pass or Fail on the last step.
Click Submit check-in.
If they passed, you'll see Completed. If they didn't, you'll see how many attempts they've had and the Check-in's Suggested next steps, and Opus assigns it again. Click Start again to redo it now, or Close to finish.
đĄ Pick up where you left off: Answers save as you go, so you can leave and come back, on your computer or in the app. Choose Pass or Fail again when you come back: it saves only when you submit.
Start from the Library or a Profile
From the Library: open the Check-in, click Start check-in, and click Start next to the team member it's for.
From a profile: go to People > Users, open the team member, select the Check-ins tab, open the Check-in, and click Start check-in.
đĄ Not ready yet? Start stays off until the Trainee finishes the training that comes before the Check-in.
Delegate a Check-in
Hand a Check-in to another facilitator when you can't be there yourself.
On the To do tab, click Delegate next to the team member.
Select one or more facilitators. The list only shows team members who can facilitate Check-ins at the Trainee's Locations.
Choose Just this time for that Trainee, or Make them the default facilitator for the Check-in.
Click Delegate.
The Check-in moves to your Delegated tab.
âĄď¸ Learn more:
How to Facilitate & Delegate a Check-in: run and hand off Check-ins in the Opus Training app
Complete a Self-Directed Check-in
Trainees, Managers, and Admins complete Self-directed Check-ins in their own training:
Go to My Training and open the Module.
Select the Check-in and click Start check-in.
Fill out the form and click Submit check-in.
It's marked Completed right away, with no pass or fail.
âĄď¸ Learn more:
Self-Directed Check-ins: when to use them and how to set one up
FAQ
Why don't I see the Check-ins card on Home?
The card shows only when a team member is ready for a Check-in you facilitate. You also need the Complete all check-ins permission.
Why doesn't a Trainee see Start check-in?
A facilitated Check-in is completed by a facilitator, not the Trainee. The Trainee sees Ready for verification while they wait.
Can I start a Check-in on my phone and finish it on my computer?
Yes. The app and the dashboard share the same answers. Choose Pass or Fail again before you submit.
Can I complete my own Check-in?
Only a Self-directed one. A facilitator completes facilitated Check-ins for you.
Where do completed Check-ins show up?
On your Completed tab, in the team member's profile, and on the Check-in's Reporting tab.